Getting a holistic picture of your finances and identifying your next steps isn't always easy or clear. That's why I'm here to provide the expertise and support you need.

As a financial professional licensed to offer advisory services, I can take a comprehensive look at your financial landscape and provide specific written recommendations to help ensure you're well positioned to reach your goals.

Professional Highlights

CFP® (Certified Financial Planner®), a certification granted by CFP Board, Washington, D.C.
CLU® (Chartered Life Underwriter®), a designation granted by the American College, Bryn Mawr, PA.
FIC (Fraternal Insurance Counselor), a designation granted by the Fraternal Field Managers’ Association.

Education and Experience

FINRA Series 7 General Securities Representative.
FINRA Series 66 Uniform Combined State Law.
Master of Agribusiness Degree
EDHEC Business School – International Studies
Thrivent financial professional since 2005

Specializations

Estate strategies
Income tax planning
Life Insurance
Investments
Retirement Planning

Personal Profile

My wife and I have been married for over 23 years
We have 4 children
I enjoy fishing, hunting, projects in my workshop and making authentic Texas BBQ

Giving Back

I support the following charities and causes:

Youth livestock programs
High School sports programs
Local churches
TAMU Corps of Cadets
Chamber Choir of Grand Rapids